{"id":1036753,"date":"2025-09-01T08:47:30","date_gmt":"2025-09-01T15:47:30","guid":{"rendered":"https:\/\/www.questionpro.com\/blog\/?p=1036753"},"modified":"2025-09-01T08:47:33","modified_gmt":"2025-09-01T15:47:33","slug":"share-dashboards-with-custom-groups-in-questionpro-ex-portal","status":"publish","type":"post","link":"https:\/\/www.questionpro.com\/blog\/share-dashboards-with-custom-groups-in-questionpro-ex-portal\/","title":{"rendered":"Share Dashboards with Custom Groups in QuestionPro EX Portal"},"content":{"rendered":"\n<p>Managing employee experience data effectively means getting the right insights to the right people at the right time. Today, we&#8217;re excited to announce a powerful new enhancement to the <a href=\"https:\/\/www.questionpro.com\/workforce\/\">QuestionPro Employee Experience<\/a> Platform that revolutionizes how you share dashboards with your teams: <strong>Custom Groups Dashboard Sharing<\/strong>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Beyond All-or-Nothing: The Power of Targeted Sharing<\/h2>\n\n\n\n<p>Previously, dashboard sharing in the EX platform operated on a simple model, either keep it private to yourself or make it visible to everyone in your organization. But modern workplaces are complex ecosystems where different teams, departments, and roles need access to different insights.<\/p>\n\n\n\n<p>What if your HR team needs to see engagement data for their specific regions? What if department heads should only access metrics relevant to their teams? What if you want to share leadership dashboards with managers across multiple locations without overwhelming individual contributors?<\/p>\n\n\n\n<p>That&#8217;s exactly what Custom Groups dashboard sharing solves.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How Custom Groups Transform Dashboard Access<\/h2>\n\n\n\n<p>Our new enhancement introduces a third sharing option that bridges the gap between private and global access:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Three Levels of Dashboard Access<\/strong><\/h3>\n\n\n\n<ul>\n<li><strong>Private:<\/strong> Keep dashboards exclusively for the creator<\/li>\n\n\n\n<li><strong>Global (View only):<\/strong> Share with all portal users across your organization<\/li>\n\n\n\n<li><strong>Custom (View only):<\/strong> Share with precisely defined employee groups<\/li>\n<\/ul>\n\n\n\n<p>The Custom option is where the magic happens. Instead of broad, organization-wide sharing, you can now create laser-focused access groups based on any combination of employee attributes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Creating Your Custom Groups: A Simple Yet Powerful Process<\/h2>\n\n\n\n<p>Building custom groups is intuitive and flexible. Here&#8217;s how it works:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Navigate to Employee Filters<\/strong><\/h3>\n\n\n\n<p>After logging into your QuestionPro EX account, head to your Employee List within the required folder. The Employee Filters sub-tab is your gateway to creating targeted groups.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Define Your Group Parameters<\/strong><\/h3>\n\n\n\n<p>Click &#8220;Create Employee Filter&#8221; to open the Setup Employee Filter modal. This is where you define exactly who should be in each group. You can filter by:<\/p>\n\n\n\n<ul>\n<li>Department<\/li>\n\n\n\n<li>Location<\/li>\n\n\n\n<li>Role<\/li>\n\n\n\n<li>Any other employee attributes in your system<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Save and Deploy<\/strong><\/h3>\n\n\n\n<p>Name your group, apply your filters, and watch as the system shows you exactly how many employees match your criteria. Once saved, your custom group is ready to use across dashboard sharing.<\/p>\n\n\n\n<p>The real-time member count feature ensures you know exactly who you&#8217;re sharing with before you commit to the group configuration.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/cdn.questionpro.com\/userimages\/help_file_images\/1847\/help-1847-large-3.png\" alt=\"\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Sharing Dashboards with Surgical Precision<\/h2>\n\n\n\n<p>Once your custom groups are established, sharing becomes effortless:<\/p>\n\n\n\n<ol>\n<li><strong>Access Your Manage Dashboard Page:<\/strong> All your created dashboards are displayed here<\/li>\n\n\n\n<li><strong>Select Custom Access:<\/strong> Choose &#8220;Custom&#8221; from the access dropdown for any dashboard<\/li>\n\n\n\n<li><strong>Choose Your Groups:<\/strong> A popup displays all your custom groups\u2014select the ones that need access<\/li>\n\n\n\n<li><strong>Save and Confirm:<\/strong> The system updates access levels and confirms the change<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Real-World Applications: When Custom Groups Shine<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Regional Leadership Reports<\/strong><\/h3>\n\n\n\n<p>Create groups for &#8220;West Coast Managers&#8221; or &#8220;European Team Leads&#8221; to share region-specific performance dashboards without exposing data to unrelated areas.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Department-Specific Insights<\/strong><\/h3>\n\n\n\n<p>Marketing teams can access campaign effectiveness dashboards while Sales teams see their pipeline and conversion metrics\u2014no cross-contamination of irrelevant data.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Role-Based Analytics<\/strong><\/h3>\n\n\n\n<p>Senior leadership gets strategic overviews while frontline managers receive operational dashboards tailored to their decision-making needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Project-Based Sharing<\/strong><\/h3>\n\n\n\n<p>Temporarily group employees working on specific initiatives to share project-relevant engagement and performance data.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The Strategic Impact: Better Data Governance and User Experience<\/h2>\n\n\n\n<p>Custom Groups dashboard sharing delivers benefits that extend far beyond convenience:<\/p>\n\n\n\n<p><strong>Enhanced Data Security:<\/strong> Sensitive information stays within appropriate circles, reducing data exposure risks while maintaining transparency where needed.<\/p>\n\n\n\n<p><strong>Improved User Experience:<\/strong> Portal users see only relevant dashboards, eliminating clutter and helping them focus on actionable insights for their roles.<\/p>\n\n\n\n<p><strong>Streamlined Administration:<\/strong> Admins can efficiently manage access without manually adding individual users to each dashboard, saving time and reducing errors.<\/p>\n\n\n\n<p><strong>Scalable Governance:<\/strong> As your organization grows or restructures, simply update group definitions rather than reconfiguring individual dashboard permissions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Getting Started with Custom Groups<\/h2>\n\n\n\n<p>This powerful feature is available with Workforce licensing and ready to transform how your organization shares employee experience insights.<\/p>\n\n\n\n<p>Ready to implement precision-targeted dashboard sharing? The combination of flexible group creation and intuitive sharing controls means you can have custom groups operational within minutes of your next login.<\/p>\n\n\n\n<p><em><a href=\"https:\/\/www.questionpro.com\/help\/workforce\/share-dashboard-with-groups.html\">Want to see Custom Groups in action? Check out our quick walkthrough video that demonstrates the entire process from group creation to dashboard sharing.<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Looking Ahead: The Future of Intelligent Data Sharing<\/h2>\n\n\n\n<p>Custom Groups represents our commitment to making employee experience data both accessible and appropriately governed. By giving you granular control over who sees what, we&#8217;re enabling more strategic use of EX insights across your organization.<\/p>\n\n\n\n<p>This enhancement is just the beginning. We&#8217;re continuously working to make QuestionPro Employee Experience the most intelligent and user-friendly employee experience platform available.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Managing employee experience data effectively means getting the right insights to the right people at the right time. Today, we&#8217;re [&hellip;]<\/p>\n","protected":false},"author":64,"featured_media":1036754,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[179],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Share Dashboards with Custom Groups in QuestionPro EX Portal | QuestionPro<\/title>\n<meta name=\"description\" content=\"Managing employee experience data effectively means getting the right insights to the right people at the right time. 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